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6 results found

  1. Declined Autopay & Expiring Credit Card - Auto Email & Auto Note

    Our Agency manually sends out emails and note each account for all expiring credit cards and declined autopay items. It would be extremely helpful if there was a way to have this automated. Please reach out if more details are needed.

    58 votes
    4 comments  ·  Admin →
    How important is this to you?

  2. AND statement on UDC reporting

    The ability to turn the code filter option to an AND statement instead of an OR statement when reporting on multiple UDC codes.

    Example: Pull customers who have an UDC code of "Well" AND " Multiple Meters"

    ZD 76758

    11 votes
    1 comment  ·  Admin →
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  3. Mobile Service Order Notifications

    We'd like the creator of the service order to be notified once a comment has been made on the order (whether they get tagged or not) AND probably more importantly, we'd like the creator to be notified once the service order is marked closed.

    11 votes
    0 comments  ·  Admin →
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  4. Allow line breaks in message communications

    When composing an email, allow line breaks between the message's paragraphs, like they appear when sending out messages through the Customer Contact Wizard. As it is right now, no matter how you format the message, it is delivered as one paragraph. See attached example.

    9 votes
    0 comments  ·  Admin →
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  5. High Usage Automated Calls

    We are starting to use the meter exceptions report for automating phone calls for customers for high usage.

    If possible we would like to know if the following can be added:

    -In the IVR/Email template that goes out, we would like to have the unbilled usage in the template. Letting customers know how many gallons actually are included in the high usage should field some call backs

    -A note being added to the account when the calls/emails are sent with. When we send Statements a note is put on the account and this would be helpful as well when a…

    8 votes
    0 comments  ·  Admin →
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  6. print note button

    It would be very helpful to have a quick print button to print notes placed on a customer account or location.

    7 votes
    0 comments  ·  Admin →
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